GTM Systems Lead, Quote-to-Cash Job at Zip (San Francisco)

Lead-to-order (l2o) and & quote-to-cash (q2c) business systems analyst - salesforce

We are looking for a Lead-to-Order (L2O) Business Systems Analyst to join our GT...

Location

India

Salary:

Not provided

Closeloop Technologies

Expiration Date

Until further notice

Requirements

Demonstrated professional experience of 5+ years in the industry
Strong experience balancing stakeholder needs, business objectives, and technical constraints
Proven ability to document business processes, functional requirements, and success metrics
Hands-on experience implementing and supporting Salesforce Sales Cloud and related GTM tools such as: Salesforce CPQ, LeanData, Outreach, Gong, or similar sales enablement platforms
Deep understanding of Lead-to-Order (L2O) processes and revenue workflows
Strong communication skills with the ability to translate business needs into technical solutions
Ownership mindset, collaborative approach, and comfort working in ambiguity
Ability to build trusted relationships and resolve conflicts constructively
At least one Salesforce certification, such as: Salesforce Administrator, Salesforce Certified CPQ Specialist, Salesforce Business Analyst Certification, Salesforce Sales Cloud Consultant Certification

Job Responsibility

Own and enhance Lead-to-Order business processes, ensuring alignment between business objectives and system capabilities
Translate stakeholder goals into clear business and functional requirements, driving solution design and delivery
Design, configure, and where required, hands-on build Salesforce functionality and related GTM systems
Support and scale sales processes across lead management, opportunity lifecycle, quoting, and order flow
Manage delivery of projects and enhancements within your portfolio, with clearly defined success metrics
Collaborate within GTM Systems and cross-functional teams to improve tools, processes, and system consistency
Participate in discovery of new capabilities, conduct impact analysis, and recommend tooling or architectural changes
Ensure strong security, governance, and data protection practices across systems
Support agile delivery, iterative improvements, and long-term system maintainability

What we offer

Medical Insurance for employees, spouse, children
Accidental Life Insurance
Provident Fund
Employee Referral Bonuses
Reimbursement for high-speed Internet at home
Accommodation support for employees moving from other cities
Other Bonuses as determined by management from time to time

Fulltime

GTM Strategy & Operations Lead, GTM Technology

We power Plaid’s growth by streamlining go-to-market strategy, tools, and proces...

Location

United States , New York

Salary:

176400.00 - 237600.00 USD / Year

Plaid

Expiration Date

Until further notice

Requirements

10+ years of experience in Go-To-Market Operations, Sales Strategy, Revenue/Sales/Marketing Operations, or related technology leadership roles within B2B SaaS or fintech environments
Deep expertise across CRM and GTM technologies, including Salesforce, CPQ, Billing, and broader quote-to-cash systems and integrations
Proven experience leading product or platform development efforts, partnering closely with Product and Engineering teams to deliver scalable, business-critical solutions
Demonstrated people leadership experience, including building, developing, and leading high-performing teams
Strong ability to operate effectively in ambiguous, fast-moving environments
able to distill complex problems into structured frameworks, clear priorities, and actionable plans
Excellent written and verbal communication skills, with a track record of influencing senior stakeholders and driving alignment across cross-functional partners
Experience leading large-scale transformation initiatives, including the application of AI and automation to improve GTM efficiency, data quality, and operational outcomes

Job Responsibility

Define and execute the GTM technology strategy and multi-year roadmap, ensuring alignment with Plaid’s scaling needs, evolving GTM motions (sales-assisted, enterprise, partnerships), and long-term business objectives
Architect, evolve, and maintain scalable CRM (Salesforce) and GTM system solutions across the full go-to-market stack, including integrations with billing, CPQ, marketing automation, analytics, and internal data platforms
Own GTM systems governance and data integrity, including tooling standards, data models, access controls, and operational hygiene. Establish guardrails that balance speed and flexibility with consistency, compliance, and long-term maintainability
Lead, mentor, and grow a high-performing GTM Systems team, including managers, admins, engineers, and analysts
Manage GTM technology vendors and budgets, including tool evaluation, contract negotiation, renewal planning, and ROI assessment
Partner closely with Sales, Marketing, Customer Success, RevOps, Finance, Product, and Engineering to intake demand, prioritize initiatives, and deliver solutions that improve GTM workflows, seller productivity, and customer outcomes
Lead a cross-functional AI enablement effort across GTM, responsible for evaluating emerging AI tools and capabilities, designing scalable processes, and overseeing technical deployment. Drive responsible adoption of AI automation to improve seller efficiency, data quality, forecasting accuracy, and customer engagement
Drive change management and adoption, ensuring new systems, tools, and processes are successfully rolled out, documented, and embraced by GTM teams through enablement, training, and feedback loops

Fulltime

GTM Strategy & Operations Lead, GTM Technology

We power Plaid’s growth by streamlining go-to-market strategy, tools, and proces...

Location

United States , San Francisco

Salary:

176400.00 - 237600.00 USD / Year

Plaid

Expiration Date

Until further notice

Requirements

10+ years of experience in Go-To-Market Operations, Sales Strategy, Revenue/Sales/Marketing Operations, or related technology leadership roles within B2B SaaS or fintech environments
Deep expertise across CRM and GTM technologies, including Salesforce, CPQ, Billing, and broader quote-to-cash systems and integrations
Proven experience leading product or platform development efforts, partnering closely with Product and Engineering teams to deliver scalable, business-critical solutions
Demonstrated people leadership experience, including building, developing, and leading high-performing teams
Strong ability to operate effectively in ambiguous, fast-moving environments
able to distill complex problems into structured frameworks, clear priorities, and actionable plans
Excellent written and verbal communication skills, with a track record of influencing senior stakeholders and driving alignment across cross-functional partners
Experience leading large-scale transformation initiatives, including the application of AI and automation to improve GTM efficiency, data quality, and operational outcomes

Job Responsibility

Define and execute the GTM technology strategy and multi-year roadmap, ensuring alignment with Plaid’s scaling needs, evolving GTM motions (sales-assisted, enterprise, partnerships), and long-term business objectives
Architect, evolve, and maintain scalable CRM (Salesforce) and GTM system solutions across the full go-to-market stack, including integrations with billing, CPQ, marketing automation, analytics, and internal data platforms
Own GTM systems governance and data integrity, including tooling standards, data models, access controls, and operational hygiene. Establish guardrails that balance speed and flexibility with consistency, compliance, and long-term maintainability
Lead, mentor, and grow a high-performing GTM Systems team, including managers, admins, engineers, and analysts
Manage GTM technology vendors and budgets, including tool evaluation, contract negotiation, renewal planning, and ROI assessment
Partner closely with Sales, Marketing, Customer Success, RevOps, Finance, Product, and Engineering to intake demand, prioritize initiatives, and deliver solutions that improve GTM workflows, seller productivity, and customer outcomes
Lead a cross-functional AI enablement effort across GTM, responsible for evaluating emerging AI tools and capabilities, designing scalable processes, and overseeing technical deployment. Drive responsible adoption of AI automation to improve seller efficiency, data quality, forecasting accuracy, and customer engagement
Drive change management and adoption, ensuring new systems, tools, and processes are successfully rolled out, documented, and embraced by GTM teams through enablement, training, and feedback loops

Fulltime

Finance Business Systems Lead

As Zip continues scaling past $100M ARR, we’re investing heavily in the backbone...

Location

United States , San Francisco; New York City

Salary:

120000.00 - 170000.00 USD / Year

Zip

Expiration Date

Until further notice

Requirements

6+ years of experience in business systems, finance systems, or RevOps (ideally within high-growth B2B SaaS)
Deep expertise with Salesforce, CPQ tools (e.g., Subskribe, Salesforce CPQ, Revenue Cloud Advanced, DealHub), and ERP systems (e.g., NetSuite)
Experience with quote-to-cash architecture and cross-system integrations (billing, revenue recognition, commissions, reporting)
Experience working with data warehouses and reverse ETL tools (e.g., Snowflake, dbt, Census)
Familiarity with finance processes including order management, revenue operations, and billing workflows
Strong project management and systems implementation background
Excellent analytical and communication skills
A builder’s mindset
Collaborative, low-ego approach

Job Responsibility

Own the finance systems architecture: Lead the design, governance, and roadmap for Zip’s core finance systems, spanning Salesforce, NetSuite, and Spiff
Drive automation across quote-to-cash: Build scalable integrations and workflows that eliminate manual handoffs between Sales, Deal Desk, and Finance
Lead system reimplementations and enhancements: Manage major system upgrades, reimplementations, or vendor transitions across CPQ, billing, and related tools
Ensure financial data accuracy and alignment: Partner with Finance and RevOps to define and maintain ARR, booking, and billing definitions across systems
Enable global and multi-currency operations: Build capabilities that support international growth, including multi-currency quoting, billing, and reporting
Support commissions and comp automation: Partner with GTM Ops and Finance to automate compensation logic and payout workflows in Spiff
Be the connective tissue across teams: Act as the bridge between business stakeholders and technical teams

What we offer

Start-up equity
Full health, vision & dental coverage
Catered lunches & dinners for SF or NY employees
Commuter benefit
Team building events & happy hours
Flexible PTO
Apple equipment plus home office budget
401k plan

Fulltime

Lead GTM Systems Engineer

The Business Systems Team is central to Wiz's operational excellence and growth,...

Location

United States

Salary:

166000.00 - 229000.00 USD / Year

Wiz

Expiration Date

Until further notice

Requirements

8+ years of experience as a GTM Systems Engineer, Business Systems Administrator, specifically supporting high growth SaaS organizations with 2+ years in a lead or manager role
PSA and CS Tooling Expertise: Extensive experience managing Professional Services Automation (PSA) and Customer Success (CS) platforms, with a proven track record of building custom integrations, data mappings, and health score logic tied to Salesforce. experience with Planhat and Kantata is highly preferred.
Systems Stewardship: A security-first and data integrity mindset applied to the entire GTM ecosystem, with a proven track record of ensuring system architecture remains secure and compliant as an organization scales.
Salesforce Architecture Proficiency: Deep technical knowledge across the Salesforce Core platform, with a sophisticated understanding of Quote-to-Cash workflows
hands-on experience with Salesforce CPQ or Revenue Cloud (RCA) is highly preferred.
API and Connectivity Skills: Deep understanding of APIs (REST, SOAP) and secure integration protocols to facilitate custom connections where native connectors fall short.
Automation Mindset: Relentlessly pursues fully automated solutions to manual GTM processes, especially regarding the transition from Closed Won in Salesforce to Customer Onboarding.
Strong Analytical Skills: Ability to diagnose and resolve complex data sync issues between multi directional platforms while maintaining data integrity for Finance and Legal.
Excellent Communication: Strong interpersonal skills with the ability to work effectively across both technical and functional teams, translating complex logic into business outcomes.
Detail Oriented: Exceptional attention to detail, particularly regarding revenue data, marketplace transaction records, and compliance.

Job Responsibility

Integration Ownership: Serve as the primary technical owner for the Salesforce to Planhat integration. You will design and maintain data syncs, ensuring that health scores, usage data, and customer data flow accurately between systems.
Team Mentorship & Operational Maturity: Serve as a technical mentor to junior admins while driving internal process improvements, including standard operating procedures for documentation, deployment workflows, and technical debt management.
Stakeholder Management: Partner closely with cross-functional leadership to translate business requirements into technical roadmaps while managing expectations through Agile delivery.
System Development and Automation: Design and maintain robust configurations within Kantata and Tackle.io
establish automation standards that bridge the gap between Sales and Post-Sales to reduce manual entry and ensure data integrity.
End User Support and Enablement: Provide expert technical support to the Global Customer Success and RevOps teams, troubleshooting complex logic issues within Planhat and ensuring accurate marketplace revenue reporting in Tackle.
GTM Systems SME: Act as a technical advisor for new GTM tooling evaluations, partnering with the GTM Systems Analysis team to assess how new software fits into the existing architecture.
Platform Performance & Security: Establish proactive monitoring to identify sync errors while ensuring the GTM stack remains secure, compliant, and optimized for scalable business operations.

What we offer

Medical, dental and vision insurance
Home Office Setup reimbursement
Flexible Spending Accounts
Monthly Connectivity reimbursement
Employee Assistance Program (EAP)
Short- and Long-term Disability Insurance
Life & Accident Insurance
401(k) Retirement Savings Plan (with employer match)
Flexible paid time off + 11 paid holidays
Paid leave programs, including parental, pregnancy health, medical and bereavement leave

Fulltime

Business Systems Engineer

We are looking for a Business Systems Engineer to join our Business Technology t...

Location

United States , San Francisco

Salary:

190000.00 - 215000.00 USD / Year

Notion

Expiration Date

Until further notice

Requirements

4–6 years of experience in Business Systems Engineering or Application Engineering in a SaaS environment
Strong Salesforce development experience (Apex, SOQL, Lightning Web Components, APIs)
Proficiency with at least one programming or scripting language (Python, JavaScript, Node.js or TypeScript)
Experience with integration platforms (Workato, Tray.io, or Mulesoft)
Familiarity with ERP and GTM processes (e.g., lead-to-cash, quote-to-cash, customer lifecycle)
Strong understanding of data modeling, APIs, and system architecture
Excellent communication skills
ability to work effectively with both technical and non-technical teams
Curious and willing to adopt AI tools to work smarter and deliver better results

Job Responsibility

Design, build, and maintain solutions in Salesforce and other business-critical SaaS applications
Configure workflows, automations, and data transformations to streamline processes and reduce manual work
Build and maintain integrations using iPaaS tools (e.g., Workato, Tray.io, Celigo, Mulesoft)
Develop direct API integrations (Node.js, Python, AWS Lambda, REST/SOAP) for custom connectivity
Contribute to long-term systems architecture and integration roadmap, ensuring scalability and resilience
Maintain high data quality and synchronization across CRM, ERP, billing, and support systems
Create and maintain technical documentation, process flows, and best practices
Partner with GTM and Finance leaders to translate business requirements into scalable technical solutions
Lead or contribute to cross-functional projects, from requirements gathering to implementation and support
Troubleshoot and resolve integration and application issues, ensuring system reliability and uptime

Fulltime

Director of Revenue Operations

Skimmer is on a mission: to modernize the pool and spa service and repair indust...

Location

United States; Canada , Austin; Toronto

Salary:

Not provided

Skimmer

Expiration Date

Until further notice

Requirements

Leadership and people management experience in Sales Operations, Revenue Operations, or related roles, with a proven track record of driving efficiency and growth in B2B SaaS or high-growth tech environments
Hands-on expertise implementing, managing, and optimizing GTM and revenue systems, including deep experience with HubSpot architecture and configuration, and familiarity with tools such as Gong, Gainsight, Stripe, and related platforms
Track record optimizing renewal rates, expansion revenue, and net revenue retention through data-driven process improvements and cross-functional alignment
Experience leading and mentoring globally distributed teams while fostering a collaborative, outcomes-driven culture
Strong analytical and problem-solving skills, including revenue analytics, performance tracking, reporting and dashboard design, and forecasting
Demonstrated ability to design and manage end-to-end workflows across the customer journey, from top of funnel through onboarding, renewal, and expansion
Expertise in sales compensation design and management, as well as scaling operational tech stacks and optimizing quote-to-cash processes
Excellent communication and interpersonal skills, with the ability to translate complex data into clear, actionable insights and influence stakeholders at all levels
Ability to balance strategic thinking with execution, ensuring day-to-day operations support and reinforce broader business objectives
Bachelor’s degree in Business, Finance, Marketing, or a related field

Job Responsibility

Serve as a strategic business partner to Sales and Marketing leadership, shaping and operationalizing GTM strategies that optimize sales processes, coverage, and productivity
Identify and address bottlenecks across the sales and marketing funnel, improving lead management, conversion rates, overall revenue outcomes from top of funnel through close, renewal, and expansion
Oversee design, implementation, and administration of sales compensation plans that align with company goals, drive high performance, and are operationally sustainable
Enhance pipeline visibility and forecasting accuracy by building and refining processes, standards, and tools that ensure consistent, reliable data
Partner with FP&A and GTM leaders on annual and quarterly planning, including forecasting, funnel and capacity modeling, quota setting, and resource allocation
Own the GTM and revenue operations technology stack (e.g., HubSpot, Gong, Gainsight, Stripe, and other tools), ensuring systems are well-architected, integrated, and optimized for scale
Collaborate with cross-functional stakeholders to refine and operationalize lead-to-renew and quote-to-cash processes, aligning pricing, quoting, billing, and revenue recognition workflows
Design, implement, and continuously improve scalable, automated processes that increase pipeline efficiency, improve forecast accuracy, and raise conversion across the customer lifecycle
Manage relevant vendor relationships and agreements to ensure tools and partners support current and future business needs
Build, lead, and develop a high-performing RevOps team that is proactive, analytical, and easy to partner with, fostering a culture of accountability and continuous improvement

What we offer

Competitive base pay + bonus potential
Generous medical, dental, and vision plans (we pay 100% of your premium and 50% of your dependents’)
Fantastic culture with a very strong eNPS- we work hard, celebrate wins, and learn as we go to always be improving to benefit our customers
Immediate access to 401(k) with company match
Flexible PTO (MINIMUM of 10 days required every year)
12 weeks paid parental leave for birthing parent, 6 weeks paid leave for supporting partner
Remote work friendly
Comprehensive learning and development budget
A manager dedicated to your development

Fulltime

Manager, GTM Systems & Architecture

We are looking for a Manager to lead our GTM Systems Engineering team and overse...

Location

Philippines

Salary:

Not provided

Front

Expiration Date

Until further notice

Requirements

7+ years in the Salesforce Ecosystem
At least 2+ years in a leadership or lead architect capacity
Deep Architectural Knowledge of how Quote-to-Cash, Partner Ecosystems, and Lead-to-Legacy systems interact in a complex SaaS environment
Agile Mastery managing engineering sprints, using tools like JIRA/Asana
Communication: Ability to explain 'Technical Debt' to a non-technical VP of Sales
Technical Stack: Advanced knowledge of Apex, LWC, Salesforce Flow, and Integration middleware (Workato, MuleSoft, or Zapier)
Certifications: Salesforce Certified Application/System Architect (Required), Salesforce Platform Developer II, Salesforce Certified Administrator
Candidates must be willing to work a schedule that includes an overlap from 9:00 AM – 11:00 AM PST (approx. 1:00 AM – 3:00 AM PHT) for daily stakeholder alignment

Job Responsibility

Team Leadership & Delivery Management: People Management of GTM Engineers (CPQ, PRM, and Generalist)
Mentor the team on code quality, design patterns, and Salesforce best practices
Sprint & Backlog Governance: Lead the Agile process
Prioritize the backlog, manage sprint planning, and set realistic delivery expectations with executive stakeholders (Sales, Marketing, and Finance)
Release Management: Oversee the CI/CD pipeline and sandbox strategy to ensure zero-downtime deployments across the ecosystem
Architecture & Technical Strategy: Holistic System Design: Own the 'Big Picture'
Ensure that the CPQ logic integrates seamlessly with the Partner Portal, Finance systems (ERP), and Marketing Automation
Technical Debt Management: Conduct regular architectural reviews
Identify legacy 'hacks' or inefficient flows and proactively schedule refactoring projects to maintain system health
Cross-Functional Roadmap: Partner with GTM Leadership (VP of Sales Ops/RevOps) to translate business strategy into a 12-month technical roadmap

What we offer

Competitive salary
Rice subsidy
Fully covered health insurance - medical, dental, vision, and life insurance
Paid parental leave
Generous paid time off & sick leave
Mental health support with Workplace Options
Monthly Lifestyle Stipend to spend on fitness, health and wellness, and other activities
Monthly Teleworking Allowance to be used towards Wi-Fi, equipment, cell data, etc.
Winter Break - Our offices are closed from Christmas to New Year's Day!

Fulltime

GTM Systems Lead, Quote-to-Cash

Zip

Location:
United States , San Francisco ▼
New York City

Category:
IT - Administration

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
February 18, 2026

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